Support Associate for Consultants
2 weeks ago
Isio is a leading pensions advisory business, challenging existing thinking and providing expertise to companies, trustees, and individuals. As a Support Associate for our Consultants in Croydon, you will play a vital role in managing client relationships, submitting new business, and ensuring policy servicing.
Responsibilities- Manage your administration workflow efficiently
- Receive and implement requests from Consultants and Paraplanners promptly
- Upload fact find information to the client management system (Intelliflo)
- Obtain policy information and valuations, maintaining accurate records on Intelliflo
- Manage daily post as directed by the team
- Process all new business and client correspondence
- Ensure compliance data is present and up-to-date
- Track applications to completion, meeting deadlines set by consultants/providers
- Maintain up-to-date client files
- Remuneration monitoring and correct payment allocation to consultants
- Establish and build relationships with clients and providers
- Assist consultants in pre-meeting preparation and annual reviews
- Utilize extranet/websites and other e-business tools effectively
- Cash Balance Monitoring
- Ongoing professional development and training
- 1+ year experience in an IFA environment
- Previous experience processing business
- Computer literate (Word, Excel, PowerPoint, Outlook)
- Interpersonal skills: team working and client communication
- Proactive, enthusiastic, and willing to develop
- Highly organized, methodical, disciplined, and meticulous
- Effective time management and workload organization
- Ability to prioritize and handle pressure
- Paid volunteering days for community involvement
- Flexible work arrangements to balance work-life
- Opportunities for professional growth and development
- Committed to equality, diversity, and inclusion
- An equal opportunities employer welcoming applicants from diverse backgrounds
We are looking for an experienced and self-motivated individual to fill this critical support role. In return, you can expect a competitive salary of £25,000 - £30,000 per annum, dependent on experience.
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